AllClients Reviews & Product Details

Simple to use, Affordable, budget-friendly CRM, perfect for small businesses, All benefits i.e. CRM, email marketing, and automation tools in one place.

Helpful automation - Automatic reminders and email sequences make easy to stay in touch with clients.

Flexible: You can plan fields, tags, and workflows to fit your business style.

Supportive team- Customer support is friendly and responsive and there’s a community for tips and advice. Review collected by and hosted on G2.com.

Good for small firm, but it needs more integrations and better reports.

Easy to use, but the look and features could be more modern. Review collected by and hosted on G2.com.

We have been using AllClients for almost 10 years now and it continues to be one of the most intuitive CRM platforms on the market.

Our team loves how easy it is to navigate the system and customize features to fit our business needs and goals. This has made our agency run more efficiently and effectively.

Their customer support team is amazing (Thanks Jen!!) and we appreciate their dedication to providing fast, high-quality customer service. We also love how they continue to listen to our ideas for their platform and are willing to work with their programmers to implement them when they can. They are truly are dedicated to supporting their clients and providing a service that helps small businesses grow and thrive.

We have been so happy with the results and experience with AllClients! Highly recommend! Review collected by and hosted on G2.com.

Nothing to mention at this time. Very happy with platform. Review collected by and hosted on G2.com.

Good and ease to use, selection of data process is very quick Review collected by and hosted on G2.com.

Bases on the interaction with people and comments Review collected by and hosted on G2.com.

The service is easy to use and manage, and the client support is fabulous. I have appreciated the rapport built up with Jen. It has provided our folks with spiritual resources not otherwise available to them. Review collected by and hosted on G2.com.

Some folks do not like having to choose among menu options. Review collected by and hosted on G2.com.

First, the service: amazing at helping me. Always there. I was with another CRM FRO 24 years. Major one... Nightmare. But Allclients is great. The program is fast, everything you need to market is included. The price is fabulous. All the features are great, but the service stands out. Easy to use, tuitorials help you learn quickly. I have referred a number of professionals to AC, and they love it also. Review collected by and hosted on G2.com.

I would like to have a filter for the activities such as looking up only specific activities. The history tend to get to long. Also, a timeline for the seach would be nice. Other than that, it has everything you needs. Review collected by and hosted on G2.com.

The menu system with AllClients is so easy to understand that you can find what you're looking for very quickly. every task within the system is also very quick and easy to do, such as making a landing page in a 2 minutes, create an entire email out of responder series in 5 minutes as well as record phone extensions for marketing listings or any other niche specific item very quick very easily. It will save you time and money starting on Day One i'm serious. Also customer service is very quick to respond and knowledgeable and friendly. Jen Brown is great to work with. Review collected by and hosted on G2.com.

I would like to be able to add more custom fields Less limitations on the amount of custom field types or items in a drop down menu etc. Out the box outbound calling phone integration would be great With some type of predictive dryling system or something like phone burner. Review collected by and hosted on G2.com.

All Clients is a very simple CRM to use. The possibilities are endless and you can keep it as simple or make it as robust as you prefer based on your business needes. Review collected by and hosted on G2.com.

I don't know if there is anything I dislike about All Clients. The one thing maybe it could use is an overall tutorial on the basic best practices for certain fields such as Realtors and Loan Originators as to what to do to set up basic functionality. Since AC is kind of a blank canvas when you start using it, it can be a little overwhelming to create your functionality and work flows from scratch. But there is no fascet about All Clients that I think is negative. To the contrary, I've been a loyal user since about 2010. Review collected by and hosted on G2.com.

The amount of information that can be displayed on a screen is extremely helpful in tracking clients. Also, it is very easy to modify the location of information on the screen. Review collected by and hosted on G2.com.

Navigation for customization is sometimes cumbersom... Review collected by and hosted on G2.com.

Ease of use and helpful learning video's. Review collected by and hosted on G2.com.

Could have a more robust newsletter done-for-you. Review collected by and hosted on G2.com.

Very easy to use, wonderful customer support. Helps with email marketing and staying in touch with clients. Review collected by and hosted on G2.com.

nothing. i enjoy all clients----- ----------- Review collected by and hosted on G2.com.